For your employees
More than a retirement account
The plan comes with access to our advisors, accounts past the 401(k), and planning for the whole household.
What we provide
What a 401(k) alone never covers
Advisors to talk to
Questions reach the same advisory team that runs your plan, not a support queue reading from a script. A rollover from an old job, a first home, whether to keep renting another year.
Accounts past the plan
A taxable brokerage account, a Roth or traditional IRA, a joint account with a spouse, and somewhere to consolidate the plans they left at old jobs. An employee whose financial life outgrows the 401(k) never has to start over at another institution.
Planning for the household
Money is rarely one person's problem. Employees can link accounts with a spouse or partner and plan against the whole picture, whether or not that person is on your payroll.
The technology behind it
The plan, the brokerage accounts, the IRAs, and any outside accounts they connect all sit in one place. Enrollment happens on a phone in minutes, payroll deferrals sync automatically, and projections update as contributions and markets move.
Security & privacy
Your employees' information, carefully held
You're the one putting this in front of your staff, so it's a fair thing to ask about first.
Encrypted, end to end
Bank-level encryption at rest and in transit.
Held to a fiduciary standard
We're legally obligated to act in the participant's interest, and that extends to how their data is handled.
Never sold, never shared
Not sold to third parties for marketing, and individual accounts are never visible to you as the employer.
Give your employees the plan and everything behind it.
Send us what you pay today. We'll come back with a fee comparison, a plan design, and all of the above at no additional cost to your employees.